CS

Credential Securities Portfolio holdings

AUM $440M
1-Year Est. Return 9.8%
This Quarter Est. Return
1 Year Est. Return
+9.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$3.64M
3
+$3.21M
4
TD icon
Toronto Dominion Bank
TD
+$2.12M
5
BNS icon
Scotiabank
BNS
+$1.81M

Top Sells

1
+$625K
2
+$491K
3
+$491K
4
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
+$280K
5
UL icon
Unilever
UL
+$208K

Sector Composition

1 Financials 30.49%
2 Industrials 12.63%
3 Energy 11.74%
4 Healthcare 10.01%
5 Technology 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.8K ﹤0.01%
8
252
$1.59K ﹤0.01%
12
253
$1.58K ﹤0.01%
31
254
$1.53K ﹤0.01%
57
255
$1.41K ﹤0.01%
40
256
$997 ﹤0.01%
+100
257
$875 ﹤0.01%
25
258
$598 ﹤0.01%
+15
259
$577 ﹤0.01%
19
260
$535 ﹤0.01%
48
261
$398 ﹤0.01%
+100
262
$389 ﹤0.01%
12
263
$107 ﹤0.01%
6
264
$79 ﹤0.01%
2
265
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0
266
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-370
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268
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269
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270
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-5,898
271
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273
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274
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-2,483
275
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-6,161
8 9 10
11
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